A complete list of active advisors currently associated with Alterna Wealth Management, Inc.

Warmer can help you find a great advisor at Alterna Wealth Management, Inc. or one who fits your needs even better.

Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high‑net‑worth clients, trusts, estates, institutions and charitable organizations, offering both discretionary and non‑discretionary account management. The firm’s client base is concentrated outside the United States—primarily in Latin America, with a majority of clients who are Mexican citizens—and also includes U.S. clients and offshore structures referred by a former Mexican affiliate. The firm follows a disciplined, client‑tailored investment process that emphasizes global diversification across markets, currencies and instruments and the use of dynamic models and strategies (e.g., conservative, moderate, ETF‑oriented and quantitative approaches). Investment implementation relies on security‑level analysis, technical methods, an in‑house trading desk shared with an affiliated broker‑dealer, and the use of third‑party models and non‑U.S. investment vehicles, including an affiliated Luxembourg‑registered fund. Distinctive features include the firm’s significant non‑U.S. client concentration and its integration with affiliated entities (Alterna Securities and other Alterna affiliates), which support cross‑border market access but also create potential conflicts of interest disclosed in the brochure. Unlike many peers, Alterna Wealth does not position itself primarily as a financial planning firm and instead emphasizes portfolio construction and international investment execution for its clients.

To learn more about the advisors currently working at Alterna Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Alterna Wealth Management, Inc.'s office locations.